Overview

The Search for Notes electronic records, for internal use only, that contain additional details about program events, actions or customer information that are stored with order, customer, inventory and supplier records. Notes can be entered manually by the user or automatically entered by the program, based on parameter settings in some cases.screen synonymous with the Microsoft Access Form Object or user interface. is called by the [Search] button on the Notes tab of the Orders, View Customers, Inventory and Suppliers screens as well as the [Search] button found on the View Notes and Tasks similar to a note but tasks have an action assigned to a particular user. The security system must be enabled to use the task feature of the Order Manager. screen.

The label of the [Search All ____] and [Search Current ____] buttons depends on the calling function; if called from the Notes tab on the Orders screen, the buttons will read Search All Orders and Search Current Orders, and the pattern is repeated when the Notes tabs of the View Customers, Inventory and Suppliers screens are the calling functions.

If the Search for Notes screen is called from the View Notes and Tasks screen, the screen will only have a [Search Current User] button, no particular record type is involved.

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Description of the Search for Notes Screen

Figure 1: Search for Notes screen when called from the Search button on the View Notes & Tasks screen

Figure 2: Search for Notes screen when called from the Search button on the Notes Tab of the Orders screen

Figure 3: Search for Notes screen when called from the Search button on the Notes Tab of the View Customers screen

Figure 4: Search for Notes screen when called from the Search button on the Notes Tab of the View Suppliers screen

Figure 5: Search for Notes screen when called from the Search button on the Notes Tab of the Inventory screen

Fields and Controls on the Screen

Calendar Icon

put the cursor in a date field and use this button to open a calendar from which the desired date can be chosen

Date Entered

enter a starting date in the From: field and optionally, an ending date range in the Thru: field

if no Thru: date is entered, the program will populate that field with the value of the starting date field

Entered By Field

select to mouse "left-click" on an object, usually a row in a table, in the context of Order Manager documentation a user from the drop-down to limit the search to those notes or tasks that were entered by that individual

Event Field

select a code from the drop-down or enter an event code to limit the search results to those records which contain that value

Priority Field

select a code from the drop-down or enter a priority code to limit the search results to those records which contain that value

Keywords Include Field

enter a specific keyword to narrow the search results list

Note Includes Field

enter a word or words that the program should look for in the Notes Text field

Scheduled For Field

limit the search results list by providing a date upon which the note or task was to be performed

Completed Field

limit the search results list by entering a specific date upon which the note or task was marked as finished

Status Drop-down List

select a status from the drop-down to limit the search results to notes or tasks of that status

Followup Task Drop-down List

select a particular Followup Task from the drop-down list to limit the search results to a particular type of task

Assigned To Drop-down List

select a user's name from the drop-down list to limit the search results to tasks that are assigned to that individual

Search Buttons

click the appropriate variation of the Search... buttons at the top of the screen to begin the search process

Cancel Button

click this button to abort the search process and return to the previous screen